Investment policy
Portfolio management
Family strategy
Planning & organization
Waypoint seeks to understand your entire financial picture and provide thoughtful asset allocation advice designed to meet your objectives. We begin to achieve this by effectively coordinating the services of your other professional advisers. We take pride in the fact that our business has been built on referrals from clients and other industry professionals. We’re known for building long-term relationships; not selling products.
Why Waypoint Wealth Counsel?
Wealth Management
We effectively coordinate the services of your other professional advisers.
We provide thoughtful asset allocation advice designed to meet your objectives.
Service Oriented
Your account will be serviced by a team led by Partners throughout the entire relationship.
We value each relationship and your unique financial needs.
Goals & Reputation
Waypoint’s mission is to be recognized as one of the best boutique wealth management firms, serving high net worth individuals and families.
We help our clients toward their financial goals.
Fee Only
We are objective in our analysis and recommendations.
Waypoint aligns our goals with yours for mutual success
Qualifications
Waypoint team members are CFA Charterholders, CPAs, CFP©
professionals, PFSs or are in the process of attaining these designations. We are leaders in the financial and investment services industry.
We Create Value
We allocate your assets based on your goals and risk tolerance.
We help our clients better protect their capital and property, while also helping you save money with income tax and estate planning procedures and techniques.
Who we serve
Business Owners & Entrepreneurs
Corporate Executives & Professionals
Widows, Widowers & Heirs
Endowments
Family Offices
Athletes
We are curious life-long learners who place education and professional development at the core of everything we do. Waypoint team members are CFA Charterholders, CPAs, CFP® professionals, PFSs or are in the process of attaining these designations. Having a Waypoint trusted advisor working on your behalf affords you the peace of mind needed to live a more fulfilled life now – while also planning for a financially solid future.